High Net Worth Advisory Group LLC Ishares Core S&P 500 ETF Transaction History
High Net Worth Advisory Group LLC
- $345 Million
- Q4 2024
A detailed history of High Net Worth Advisory Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 495 shares of IVV stock, worth $299,306. This represents 0.08% of its overall portfolio holdings.
Number of Shares
495
Previous 509
2.75%
Holding current value
$299,306
Previous $293,000
0.68%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding IVV
# of Institutions
3,583Shares Held
700MCall Options Held
1.44MPut Options Held
1.11M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$21 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio